From Financial Modeling Prep: 2025-05-20 06:54:00

Morgan Stanley strategist Michael Wilson sees the recent selloff post Moody’s U.S. credit rating cut as a rate-driven shakeout. He believes equities remain attractive on dips below key levels. Stocks’ correlation with 10-year Treasury yields could turn negative if yields surpass 4.50%. Volatility eased with U.S.-China tariff rate drop from 145% to 30%, awaiting earnings revisions to sustain rally.

Investors can utilize FMP’s Ratios TTM API to compare valuations across sectors like Industrials, Consumer Discretionary, and Staples. Keep an eye on Fed’s next moves through the Economics Calendar API to monitor yield trajectories. A break above 4.50% on the 10-year could prompt more rate-sensitive selling. Industrials show potential for leading on earnings revisions, while consumer sectors may lag. Wilson advises buying the dip during yield-induced stock pressure, targeting cyclical strength.



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